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Collaborating over a Product
Collaborating over a Product

Collaborate with stakeholders, over a Product, and keep all relevant information in one location.

Updated over a week ago

Collaborate overview

Collaborate with stakeholders and keep all relevant communications and attachments i.e. Product Specifications, installation guides, warranty information etc., related to a specific Product, in one location.

๐Ÿ—’๏ธ Note: documents added here will automatically appear on Quotes and Invoices.

Locating this section in app: Sales > Product Catalogue > [select a Product] > Collaborate


Collaborate page features

Search

Utilise Search to find relevant conversations, and attachments.


Create and send messages

  • Add a message the bottom of the page, and:

    • Format text with bold, italic, underline, bullets and/or numbers

    • @ mention collaborators to direct messages to assigned/responsible people

    • Add signature for proof of delivery, approvals etc.

    • Add attachments (common formats such as PDF, images (JPEG, PNG, GIF, TIFF etc), Word, Excel etc)

    • Add emojis to personalise

    • Press Send to share.


Attachments

Auto-attach attachments to Orders

Auto attach attachments to Sales Orders and Purchase Orders, when the corresponding Product is added to an Order.

  • Select the kebab/other options menu beside the attachment > Auto-attach to new orders > enable which Orders you'd like the attachment to be attached to.


Download attachments

  • Select the kebab/other options menu beside the attachment > Download.


Editing messages

Messages can be edited, downloaded or deleted by the following users:

Edit

Delete

Download

A user can edit their own messages and attachments, no-one else's

A user can delete their own messages and attachments, no-one else's

All users can download attachments


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